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2,332 hedge funds and large institutions have $85B invested in Starbucks in 2024 Q3 according to their latest regulatory filings, with 270 funds opening new positions, 760 increasing their positions, 1,089 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 164

55% more funds holding in top 10

Funds holding in top 10: 2234 (+12)

29% more capital invested

Capital invested by funds: $65.8B → $85B (+$19.2B)

21% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.53B

4% more funds holding

Funds holding: 2,2532,332 (+79)

2.46% more ownership

Funds ownership: 74.61%77.07% (+2.5%)

30% less repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 1,089

Holders
2,332
Holders Change
+79
Holders Change %
+3.51%
% of All Funds
33.48%
Holding in Top 10
34
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
270
Increased
760
Reduced
1,089
Closed
164
Calls
$4.28B
Puts
$3.53B
Net Calls
+$743M
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1601
Perfromance Wealth Partners
Illinois
$429K +$377K +4,400 New
ECM
1602
Ensemble Capital Management
California
$429K
WP
1603
Westmount Partners
California
$427K -$68K -792 -15%
VCM
1604
Viewpoint Capital Management
Washington
$426K -$9.87K -115 -3%
LAM
1605
L2 Asset Management
Massachusetts
$426K +$12.6K +147 +3%
HCMG
1606
Howard Capital Management Group
California
$426K -$6.43K -75 -2%
TCM
1607
Twin Capital Management
Pennsylvania
$425K -$28.8K -336 -7%
NCMW
1608
Northern Capital Management (Washington)
Washington
$425K
CFGS
1609
Concourse Financial Group Securities
Alabama
$424K -$822K -9,582 -69%
BWP
1610
Baldwin Wealth Partners
Massachusetts
$423K -$255K -2,976 -41%
S
1611
Sachetta
Massachusetts
$423K +$27.5K +321 +8%
OC
1612
Oakworth Capital
Alabama
$422K +$36.7K +428 +11%
ZAM
1613
Zevin Asset Management
Massachusetts
$422K +$372K +4,331 New
NPF
1614
Norris Perne & French
Michigan
$421K
SPFA
1615
Summit Place Financial Advisors
New Jersey
$420K -$129K -1,500 -26%
PSF
1616
Pacific Sun Financial
California
$419K +$12.9K +150 +4%
JSL
1617
JT Stratford LLC
Georgia
$419K +$368K +4,295 New
PPWP
1618
Premier Path Wealth Partners
New Jersey
$419K +$42.6K +497 +13%
NAS
1619
NWF Advisory Services
California
$418K -$14.7K -171 -4%
VBCG
1620
Valley Brook Capital Group
Pennsylvania
$418K -$8.58K -100 -2%
MWM
1621
Marion Wealth Management
Pennsylvania
$417K -$172 -2 -0%
PCH
1622
PGIM Custom Harvest
New Jersey
$416K -$2.32K -27 -0.6%
ZIG
1623
Zullo Investment Group
Pennsylvania
$416K -$47.6K -555 -12%
BFA
1624
Beaumont Financial Advisors
Massachusetts
$415K +$15.4K +180 +4%
OWP
1625
Obermeyer Wealth Partners
Colorado
$414K +$116K +1,355 +47%

SBUX Hedge Fund Activity: Q3 2024 in Review

2,332 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2024, worth a combined $85B — up 29% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 270 funds opened new SBUX positions and 164 closed out — a net gain of 106 holders — while 760 added to existing stakes and 1,089 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.55B. The largest seller was Barclays, cutting an estimated $1.42B.

  • 2,332 institutional investors held Starbucks (SBUX) as of Q3 2024, up from 2,253 in Q2 2024.
  • Funds reported $85B of Starbucks stock for Q3 2024, up 29% quarter-over-quarter.
  • 270 funds opened new Starbucks positions in Q3 2024 and 164 closed out, a net change of +106 holders.
  • The largest Starbucks buyer in Q3 2024 was Capital World Investors, an estimated $3.55B added.
  • The largest Starbucks seller in Q3 2024 was Barclays, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.